HighPoint Advisor Group’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
24,362
-60
| -0.2% | -$12.3K | 0.26% | 66 |
|
|
2025
Q1 | $4.56M | Buy |
24,422
+4,055
| +20% | +$757K | 0.27% | 62 |
|
|
2024
Q4 | $3.86M | Buy |
20,367
+1,373
| +7% | +$260K | 0.21% | 80 |
|
|
2024
Q3 | $3.25M | Sell |
18,994
-8,848
| -32% | -$1.51M | 0.19% | 98 |
|
|
2024
Q2 | $4.42M | Buy |
27,842
+15,350
| +123% | +$2.44M | 0.26% | 70 |
|
|
2024
Q1 | $1.89M | Buy |
12,492
+284
| +2% | +$42.9K | 0.13% | 128 |
|
|
2023
Q4 | $1.74M | Buy |
+12,208
| New | +$1.74M | 0.12% | 133 |
|
|
2022
Q2 | $419K | Buy |
+4,884
| New | +$419K | 0.05% | 320 |
|
|
2021
Q3 | $369K | Buy |
4,620
+474
| +11% | +$37.9K | 0.04% | 364 |
|
|
2021
Q2 | $256K | Sell |
4,146
-612
| -13% | -$37.8K | 0.03% | 436 |
|
|
2021
Q1 | $277K | Buy |
4,758
+186
| +4% | +$10.8K | 0.03% | 385 |
|
|
2020
Q4 | $298K | Buy |
+4,572
| New | +$298K | 0.04% | 352 |
|
|
2020
Q1 | – | Sell |
-5,814
| Closed | -$235K | – | 383 |
|
|
2019
Q4 | $235K | Buy |
5,814
+1,554
| +36% | +$62.8K | 0.05% | 305 |
|
|
2019
Q3 | $168K | Buy |
+4,260
| New | +$168K | 0.04% | 345 |
|
|
2016
Q1 | – | Sell |
-27,234
| Closed | -$674K | – | 239 |
|
|
2015
Q4 | $674K | Buy |
27,234
+978
| +4% | +$24.2K | 0.44% | 69 |
|
|
2015
Q3 | $753K | Buy |
+26,256
| New | +$753K | 0.83% | 43 |
|